-25.9%
SPOT vs IOVA
+244.9%
-270.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | -0.1% |
| 7D | -6.9% | -6.4% | -0.4% | -6.5% |
| 30D | +4.1% | +25.4% | -21.3% | +2.8% |
| 3M | +3.7% | +115.3% | -111.6% | -1.2% |
| 6M | -1.6% | +56.5% | -58.1% | -4.8% |
| YTD | -10.2% | +198.2% | -208.3% | -17.0% |
| 1Y | -25.9% | +242.0% | -267.9% | -32.2% |
| All | -25.9% | +244.9% | -270.8% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IOVA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling